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The Key

Every mortgage broker needs a good Customer Relationship Management system, that’s why The Key has been the backbone of the mortgage industry for 16 years with over 4,000 users.

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Discover the next generation of CRM software

 

Now, it’s time to say hello to a whole new solution. After a significant amount of investment, customer engagement, and development, we are excited to announce the release of CRM Brain. Our new, true Saas CRM system for mortgage professionals.

Streamline your processes, enhance efficiency, and deliver outstanding customer experiences. This intuitive, user-friendly system is designed specifically for busy mortgage brokers like you. From lead tracking to compliance, it’s the all-in-one solution you’ve been waiting for. 

Are you currently a Key user?

 

As an existing customer, we are delighted to inform you that a member of our team will be in touch to discuss how we will automatically upgrade your services to the new enhanced versions during 2025.

What The Key brought you

Opportunities unlocked through simple, time-saving features such as a client-facing portal with an online Fact Find

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Convenience

Customers could enter their own data through the client portal’s online fact find, reducing potential errors

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Speed

Savings of up to an hour per case by streamlining processes

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Compliance

No more compliance worries for data entry, reports, and lead generation

Key Features

The Key has been an essential part of a mortgage adviser’s back-office to help unlock opportunities and make processes quicker and easier by performing multiple tasks.

  • Integration. Information from the client portal pre-populated Mortgage Brain sourcing and submission solutions to reduce rekeying
  • Control. Extensive management reporting and easy tracking of fees and commissions
  • Customisation. The client portal could be customised to match company branding.
  • Power. The client portal offered case tracking, secure messaging, and document exchange.
  • Accessibility. 24-hour access to the client portal and introducer portal from smartphones, tablets, and computers
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CRM Brain is not an update of The Key, it’s a totally new software solution, expertly built from the ground up. It’s the time-saver you’ve been looking for!

Products for intermediaries

CRM Brain

Your ultimate mortgage management solution

  • A true SasS system
  • Client Portal
  • Built by industry experts

 

See solution
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Sourcing Brain

Online product sourcing

  • Free Hometrack AVM integration
  • Research multiple scenarios
  • Powerful integrations
See solution
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Criteria Brain

Save time on complex cases

  • Search six criteria at a time
  • Data verified by lenders
  • Search over 75,000 criteria
See solution
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Affordability Brain

Speedy affordability sourcing

  • Submit to 36 lenders simultaneously
  • Amend and re-run searches
  • Automatic audit trails
See solution
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Submissions Brain

Multi-lender submissions gateway

  • Submit to nine lenders simultaneously
  • Minimise rekeying
  • Save and return to forms
See solution
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Web Brain

Engaging website plug-ins

  • Increase website engagement
  • Generate leads
  • Plug-ins automatically update
See solution
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We are here to help you.
If you have any questions contact us